Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fee Estimator
Investment management fees range from 0% to 1% of assets managed, depending on portfolio size and complexity. Fixed income assets are charged 0.50% annually. Equity assets start at 1.0% and decrease according to a schedule. Financial planning fees are fixed and quoted in an engagement letter. There is a minimum account size of $500,000 for investment supervisory services.
Areas of Practice
Advisor Information
Office location
1290 Broadway, Suite 1100, Denver, CO, 80203
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is a co-owner of SAK Brands LLC, an online retailing business, with his wife since August 2016. He spends about 10-20% of his time on tasks such as sourcing products, listing, shipping, and market research.